Civic Intelligence

PTA Florida Congress

990EZ • Fiscal year 2016 • EIN 23-7103188

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 06, 2017

Organization ProfileWWW.BEARLAKE.SCPS.K12.FL.US
3399 Gleaves CourtApopka, FL 32703

(407) 746-5550

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

92nd percentile

93%

Faster revenue growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$23,219

Up $7,988 (+52%) from 2015

Net Assets

Up

$23,219

Up $7,988 (+52%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin68th percentile

Revenue

Up

$61,807

Up $29,808 (+93%) from 2015

Expenses

Up

$53,819

Up $28,511 (+113%) from 2015

Net Income

Up

$7,988

Up $1,297 (+19%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2013: $5,201Net Assets 2013: $5,2012013Assets 2014: $8,540Net Assets 2014: $8,5402014Assets 2015: $15,231Liabilities 2015: $0Net Assets 2015: $15,2312015Assets 2016: $23,219Liabilities 2016: $0Net Assets 2016: $23,2192016Assets 2017: $7,882Net Assets 2017: $7,8822017Assets 2018: $22,571Liabilities 2018: $203Net Assets 2018: $22,3682018Assets 2020: $47,790Net Assets 2020: $47,7902020Assets 2021: $43,301Net Assets 2021: $43,3012021Assets 2022: $16,621Liabilities 2022: $0Net Assets 2022: $16,6212022

Highlighted filing

2016

Assets$23,219
Liabilities$0
Net Assets$23,219
Open 2016 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2013: $45,730Expenses 2013: $55,849Net Income 2013: -$10,1192013Revenue 2014: $40,266Expenses 2014: $36,927Net Income 2014: $3,3392014Revenue 2015: $31,999Expenses 2015: $25,308Net Income 2015: $6,6912015Revenue 2016: $61,807Expenses 2016: $53,819Net Income 2016: $7,9882016Revenue 2017: $47,714Expenses 2017: $47,820Net Income 2017: -$1062017Revenue 2018: $64,500Expenses 2018: $50,014Net Income 2018: $14,4862018Revenue 2020: $43,150Expenses 2020: $21,680Net Income 2020: $21,4702020Revenue 2021: $9,460Expenses 2021: $13,949Net Income 2021: -$4,4892021Revenue 2022: $6,942Expenses 2022: $33,622Net Income 2022: -$26,6802022

Highlighted filing

2016

Revenue$61,807
Expenses$53,819
Net Income$7,988
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$122,133
Mission and Program Overview

Mission

Financial and volunteer support of students and staff at Bear Lake Elementary

See schedule o statement 2

Program Services

DescriptionGrantsExpenses
SUPPORT FOR STUDENTS AND STAFF OF BEAR LAKE ELEMENTARY--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICOLE ELLINGTONPresident-$0--
LAURA GALANTEVP Bylaws-$0--
STACI GOLDENVP Fundraising-$0--
CAREY ARZONICOVP Membership-$0--
BROOKE SMITHTreasurer-$0--
MARIE LAWRENCECorrespondence-$0--
SHELLEY BARTLETTRecording Secretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Star Bear Ba----
Yankee Candl----
Filing and Contact Details

Filer

Filer Name
Pta Florida Congress
EIN
23-7103188
Address
3399 GLEAVES COURT, APOPKA, FL 32703

Signing Officer

Name
Brooke Smith
Title
Treasurer
Phone
4077465550
Signed
2017-02-06
Discuss with paid preparer
Yes

Preparer

Firm
Timothy W Barrier CPA PA
Address
616 SE 47th Terrace, Cape Coral, FL 33904
Preparer
Timothy W Barrier
Phone
2395421600
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountmiscellaneous revenue 135business membership 300carryover 15,231”

Description of other expenses Part I line 16

“Description amountinsurance 355authors luncheon 80banquet and holiday dinner 860base camp 492ble assistant supplies 391ble staff development 1,495clinic supplies 250corresponding secretary 714dues & subscriptions 50field day expenses 390field trip expenses 250miscellaneous expenses 2,016grade level special gifts 7,474guidance and red ribbon 183julie bissey talent show 412mega party 1,625membership drive 4,331newsletter 843scholarship donations 100publicity 100reading counts 59running club 700staff appreciation 4,647technology 19,366fall social movie expense 1,149water day 622year end assemblies 2,250music ensemble 1,000pta admin total 1,242reflections 73”

Raw XML Appendix167 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum04077465550
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APOPKA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032703
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015231
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023219
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/CostOfGoodsSoldAmt01792
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07988
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0300
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015231
IRS990EZ/Form990TotalAssetsGrp/EOYAmt023219
IRS990EZ/FundraisingGrossIncomeAmt094598
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0715
IRS990EZ/GrossReceiptsAmt0122133
IRS990EZ/GrossSalesOfInventoryAmt02507
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09262
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015231
IRS990EZ/NetAssetsOrFundBalancesEOYAmt023219
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015231
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt023219
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICOLE ELLINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LAURA GALANTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STACI GOLDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAREY ARZONICO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BROOKE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIE LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SHELLEY BARTLETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VP BYLAWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP FUNDRAISING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CORRESPONDENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6RECORDING SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt053519
IRS990EZ/OtherRevenueTotalAmt015666
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O STATEMENT 2
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT FOR STUDENTS AND STAFF OF BEAR LAKE ELEMENTARY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt058534
IRS990EZ/SpecialEventsNetIncomeLossAmt036064
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053819
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt061807
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.BEARLAKE.SCPS.K12.FL.US
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044726
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt055208
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt096999
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt071422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070818
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0339173
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02243
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02243
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0341416
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt044726
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt055208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt099242
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt071422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070818
IRS990ScheduleA/Total509Grp/TotalAmt0341416
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt044726
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt055208
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt099242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt071422
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070818
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341416
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0STAR BEAR BA
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0YANKEE CANDL
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt08
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTMISCELLANEOUS REVENUE 135BUSINESS MEMBERSHIP 300CARRYOVER 15,231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE 355AUTHORS LUNCHEON 80BANQUET AND HOLIDAY DINNER 860BASE CAMP 492BLE ASSISTANT SUPPLIES 391BLE STAFF DEVELOPMENT 1,495CLINIC SUPPLIES 250CORRESPONDING SECRETARY 714DUES & SUBSCRIPTIONS 50FIELD DAY EXPENSES 390FIELD TRIP EXPENSES 250MISCELLANEOUS EXPENSES 2,016GRADE LEVEL SPECIAL GIFTS 7,474GUIDANCE AND RED RIBBON 183JULIE BISSEY TALENT SHOW 412MEGA PARTY 1,625MEMBERSHIP DRIVE 4,331NEWSLETTER 843SCHOLARSHIP DONATIONS 100PUBLICITY 100READING COUNTS 59RUNNING CLUB 700STAFF APPRECIATION 4,647TECHNOLOGY 19,366FALL SOCIAL MOVIE EXPENSE 1,149WATER DAY 622YEAR END ASSEMBLIES 2,250MUSIC ENSEMBLE 1,000PTA ADMIN TOTAL 1,242REFLECTIONS 73
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BROOKE SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04077465550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA FLORIDA CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAF
ReturnHeader/Filer/EIN0237103188
ReturnHeader/Filer/USAddress/AddressLine1Txt03399 GLEAVES COURT
ReturnHeader/Filer/USAddress/CityNm0APOPKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454387445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Timothy W Barrier CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0616 SE 47th Terrace
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cape Coral
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033904
ReturnHeader/PreparerPersonGrp/PhoneNum02395421600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy W Barrier
ReturnHeader/ReturnTs02017-02-07T10:52:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,219
Liabilities
$0
Net assets
$23,219
Revenue
$61,807
Expenses
$53,819
Net income
$7,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$6.94$33.6$26.7
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.3$43.3$9.46$13.9$4.49
2020Detailed filing. Detailed filing data is available for this year.$47.8$47.8$43.2$21.7$21.5
2018Detailed filing. Detailed filing data is available for this year.$22.6$0.20$22.4$64.5$50.0$14.5
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$7.88$47.7$47.8$0.11
2016Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$61.8$53.8$7.99
2015Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$32.0$25.3$6.69
2014Detailed filing. Detailed filing data is available for this year.$8.54$8.54$40.3$36.9$3.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$5.20$45.7$55.8$10.1